Thoughts on Money

We need to remember that the market is not the economy, and the economy is not the market. And the economy makes me very worried about food banks. Children are hungry, people are hungry. And when kids can’t eat they can’t pay attention in school, and if they can’t pay attention in school they can’t be good students; they can’t move forward in the... See more

Time matters. So much of the rat race that squeezes your free time means you have to spend loads of money on convenience purchases (woke up too late for the bus, had to take an Uber; no time to make dinner from scratch; etc) but even more importantly, if you do not have ample free time, you cannot learn how to be satisfied.

after writing about money for a decade, what have I figured out about money, you ask? financial security isn't a number, it’s a relationship with "enough."

no number will ever feel like enough when your sense of security is tied to one. you hit the milestone, the goalpost moves, you blame yourself for moving it.

This is the kind of work we do as financial advisors. We help clients lean into the tension between money and meaning. It’s not about quick answers! It’s about living with the questions long enough to align their money with what truly matters.

I work with the wealthy, the children of the wealthy and the soon to be wealthy. Please listen to what I have to say. I know you think that if you can just make enough money, your problems will go away. And there will be harmony in your household. And your relationships will be better.Unfortunately, that that’s not how it works. What actually... See more

Being "good with money" means you know how to USE it. Saving money is one use, but it's not the exclusive way to put your money to work for you .